Stepan Co
SCL- Exchange
- NYSE
- Industry
- Soap, Detergents, Cleang Preparations, Perfumes, Cosmetics
- SEC CIK
- 0000094049
No open-market purchases or sales by Stepan Co insiders were filed in the last 90 days; 231 institutions reported holding it in 13F filings for Q2 2026, worth $1.11B in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in Stepan Co as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 199
- +5 vs. Q2 2023
- Shares held
- 18.0M
- +29.7K (+0.2%) vs. Q2 2023
- Total value
- $1.35B
- −$365.4M (−21.3%) vs. Q2 2023
- New holders
- 29
- 66 more added
- Sold out
- 24
- 69 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SCL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 231 | $1.11B |
| Q1 2026 | 224 | $981.8M |
| Q4 2025 | 209 | $912.4M |
| Q3 2025 | 204 | $926.3M |
| Q2 2025 | 204 | $1.05B |
| Q1 2025 | 200 | $1.04B |
| Q4 2024 | 208 | $1.23B |
| Q3 2024 | 231 | $1.44B |
| Q2 2024 | 215 | $1.54B |
| Q1 2024 | 200 | $1.66B |
| Q4 2023 | 195 | $1.75B |
| Q3 2023 | 199 | $1.35B |
| Q2 2023 | 195 | $1.72B |
| Q1 2023 | 207 | $1.79B |
| Q4 2022 | 210 | $1.85B |
| Q3 2022 | 203 | $1.62B |
| Q2 2022 | 202 | $1.76B |
| Q1 2022 | 209 | $1.72B |
| Q4 2021 | 211 | $2.14B |
| Q3 2021 | 203 | $1.91B |
| Q2 2021 | 227 | $2.05B |
| Q1 2021 | 215 | $2.19B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Stepan Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | −5−71.4% | Reduced |
| Avion Wealth | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 1 | $0 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 1 | $96 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $150 | 0.00% | −4−66.7% | Reduced |
| SJS Investment Consulting Inc. | 3 | $225 | 0.00% | −2−40.0% | Reduced |
| Abound Wealth Management | 5 | $375 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8 | $600 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 12 | $900 | 0.00% | −20−62.5% | Reduced |
| Authentikos Wealth Advisory, LLC | 13 | $975 | 0.00% | +13 | New |
| Parkside Financial Bank & Trust | 16 | $1.20K | 0.00% | −2−11.1% | Reduced |
| Farmers & Merchants Investments Inc | 16 | $1.20K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 16 | $1.20K | 0.00% | +3+23.1% | Added |
| Glassman Wealth Services | 16 | $1.20K | 0.00% | +16 | New |
| Manchester Capital Management LLC | 17 | $1.27K | 0.00% | −4−19.0% | Reduced |
| Allworth Financial LP | 19 | $1.43K | 0.00% | −126−86.9% | Reduced |
| TD Private Client Wealth LLC | 26 | $1.95K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 28 | $2.10K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 33 | $2.47K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 39 | $2.92K | 0.00% | −5−11.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 45 | $3.37K | 0.00% | +45 | New |
| Steward Partners Investment Advisory, LLC | 67 | $5.02K | 0.00% | −5−6.9% | Reduced |
| Assetmark, Inc | 73 | $5.47K | 0.00% | +15+25.9% | Added |
| GPS Wealth Strategies Group, LLC | 75 | $5.62K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 94 | $7.05K | 0.00% | +94 | New |
| Householder Group Estate & Retirement Specialist, LLC | 101 | $7.57K | 0.00% | +101 | New |
| Copeland Capital Management, LLC | 120 | $9.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 148 | $11.1K | 0.00% | +4+2.8% | Added |
| Nomura Asset Management Co Ltd | 150 | $11.2K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 200 | $15.0K | 0.00% | +200 | New |
| Adirondack Trust Co | 500 | $15.5K | 0.01% | +500 | New |
| Versant Capital Management, Inc | 250 | $18.7K | 0.01% | −10−3.8% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 251 | $18.8K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 251 | $18.8K | 0.00% | −354−58.5% | Reduced |
| Tower Research Capital LLC (TRC) | 343 | $25.7K | 0.00% | −2,633−88.5% | Reduced |
| Beacon Capital Management, LLC | 400 | $38.2K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 649 | $49.0K | 0.00% | −985−60.3% | Reduced |
| FMR LLC | 738 | $55.4K | 0.00% | −331−31.0% | Reduced |
| Huntington National Bank | 864 | $64.8K | 0.00% | −25−2.8% | Reduced |
| Advisor Group Holdings, Inc. | 999 | $74.9K | 0.00% | +83+9.1% | Added |
| IFP Advisors, Inc | 1,200 | $90.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,228 | $92.1K | 0.00% | +43+3.6% | Added |
| PEAK6 Investments LLC | 1,792 | $134.3K | 0.01% | +1,792 | New |
| Ameritas Investment Partners, Inc. | 2,118 | $158.8K | 0.01% | +409+23.9% | Added |
| Amundi | 2,867 | $182.5K | 0.00% | +40+1.4% | Added |
| The PNC Financial Services Group, Inc. | 2,554 | $191.5K | 0.00% | −908−26.2% | Reduced |
| Creative Financial Designs Inc | 2,598 | $194.8K | 0.02% | +106+4.3% | Added |
| Daiwa Securities Group Inc. | 2,630 | $197.0K | 0.00% | +1,599+155.1% | Added |
| Petrus Trust Company, LTA | 2,765 | $207.3K | 0.02% | +2,765 | New |
| TFG Advisers LLC | 2,774 | $208.0K | 0.10% | −289−9.4% | Reduced |
| IHT Wealth Management, LLC | 2,830 | $212.2K | 0.01% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 2,945 | $220.8K | 0.09% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 2,973 | $222.9K | 0.00% | −5,884−66.4% | Reduced |
| Howe & Rusling Inc | 3,054 | $229.0K | 0.03% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 3,131 | $234.7K | 0.00% | +3,131 | New |
| Stifel Financial Corp | 3,364 | $252.2K | 0.00% | −9,395−73.6% | Reduced |
| AQR Capital Management LLC | 3,375 | $253.0K | 0.00% | −1,373−28.9% | Reduced |
| SG Americas Securities, LLC | 3,392 | $254.0K | 0.00% | +3,392 | New |
| New York Life Investment Management LLC | 3,455 | $259.0K | 0.00% | −545−13.6% | Reduced |
| Sit Investment Associates Inc | 3,600 | $270.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 3,708 | $278.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 3,722 | $279.0K | 0.00% | −424−10.2% | Reduced |
| Shell Asset Management Co | 3,814 | $286.0K | 0.01% | −60−1.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,849 | $289.0K | 0.03% | +1,686+77.9% | Added |
| US Bancorp | 3,858 | $289.2K | 0.00% | −27−0.7% | Reduced |
| Walleye Capital LLC | 4,035 | $302.5K | 0.00% | +4,035 | New |
| Squarepoint Ops LLC | 4,039 | $302.8K | 0.00% | −160−3.8% | Reduced |
| CWM Advisors, LLC | 4,094 | $306.9K | 0.04% | +4,094 | New |
| Legacy Wealth Asset Management, LLC | 4,106 | $307.8K | 0.11% | −25−0.6% | Reduced |
| Handelsbanken Fonder AB | 4,165 | $312.0K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 4,194 | $314.4K | 0.00% | −1,037−19.8% | Reduced |
| Brown Advisory Inc | 4,195 | $314.5K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 4,234 | $317.0K | 0.03% | +4,234 | New |
| XTX Topco Ltd | 4,243 | $318.1K | 0.05% | +4,243 | New |
| Allianz Asset Management GmbH | 4,429 | $332.0K | 0.00% | +4,429 | New |
| ExodusPoint Capital Management, LP | 4,627 | $347.0K | 0.00% | +4,627 | New |
| Acadian Asset Management LLC | 4,769 | $357.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,764 | $357.2K | 0.00% | +291+6.5% | Added |
| Burney Co | 4,802 | $360.0K | 0.02% | +230+5.0% | Added |
| Mariner, LLC | 4,834 | $362.4K | 0.00% | −343−6.6% | Reduced |
| Quantum Capital Management, LLC | 5,010 | $375.6K | 0.05% | 00.0% | Unchanged |
| Ethic Inc. | 5,044 | $378.2K | 0.01% | +5,044 | New |
| Quantbot Technologies LP | 5,129 | $384.5K | 0.03% | +5,129 | New |
| Empower Advisory Group, LLC | 5,685 | $426.2K | 0.00% | −108,049−95.0% | Reduced |
| State Board of Administration of Florida Retirement System | 6,082 | $456.0K | 0.00% | +30+0.5% | Added |
| Oregon Public Employees Retirement Fund | 6,316 | $473.5K | 0.01% | −300−4.5% | Reduced |
| Arizona State Retirement System | 6,361 | $476.9K | 0.00% | +114+1.8% | Added |
| Forum Financial Management, LP | 6,573 | $492.8K | 0.01% | 00.0% | Unchanged |
| Rathbone Brothers plc | 6,650 | $498.6K | 0.00% | +6,650 | New |
| Teachers Retirement System of the State of Kentucky | 6,922 | $518.0K | 0.01% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 7,100 | $532.0K | 0.00% | −1,400−16.5% | Reduced |
| State of Tennessee, Treasury Department | 7,175 | $537.9K | 0.00% | 00.0% | Unchanged |
| Swedbank AB | 7,201 | $539.9K | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 7,480 | $560.8K | 0.04% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 7,500 | $562.0K | 0.02% | +7,000+1,400.0% | Added |
| Maryland State Retirement & Pension System | 7,821 | $586.3K | 0.01% | −448−5.4% | Reduced |
| Savant Capital, LLC | 7,990 | $599.0K | 0.01% | −20.0% | Reduced |
| Ensign Peak Advisors, Inc | 8,196 | $614.5K | 0.00% | 00.0% | Unchanged |